Perpetual appoints co-portfolio managers
Perpetual has promoted Alex Patten and James Rutledge as co-portfolio managers, with fund veteran Jack Collopy to depart after 22 years with the company.
May 01, 2023
ClearView lead Simon Swanson to retire
ClearView managing director Simon Swanson has announced he will retire, with group executive of technology and development Nadine Gooderick taking over.
May 01, 2023
Zenith to distribute FE fundinfo products in Australia
Research house Zenith Investment Partners will distribute products owned by its parent company FE fundinfo under the Zenith brand in Australia.
May 01, 2023
HESTA appoints Pitcher Partners founder to board
HESTA has appointed Pitcher Partners founder Sue Dahn as a director to its board and as chair of its investment committee.
April 28, 2023
ASIC tweaks breach reporting guidance
ASIC has released updated guidance for RG 78 on making notifications to the regulator under the reportable situations regime, otherwise known as breach reporting.
April 27, 2023
Allianz Retire+ partners with Link Group for institutional distribution
Insurance company Allianz Retire+ has partnered with fund administrator Link Group to help super funds access the former’s suite of income solutions.
April 27, 2023
MLC managed account strategies reach $1b milestone
MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management in less than three years.
April 27, 2023
Lumiant acquires US-based health platform Genivity
Advice and client engagement platform Lumiant has longevity and health planning solution for financial advisers acquired Genivity.
April 27, 2023
North managed portfolios pass $9b in AUM
The managed portfolio range inside wrap investment platform North has grown by 420 per cent in the past two years, passing $9 billion.
April 26, 2023
TAL Risk Academy unveils adviser Code of Ethics series
TAL Risk Academy is launching ‘Ethics Month’ in May which will broadcast four CPD webinars focused on the financial adviser Code of Ethics.
April 26, 2023
Janus Henderson appoints fixed interest strategist
Janus Henderson has appointed Emma Lawson as fixed interest strategist in macroeconomics.
April 26, 2023
